Position in B
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,291,120
+$1,328,361 QoQ
Shares Held
276,811
+21.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.6303940233588984.ToString("F0")%
Shared 0.ToString("F0")%
None 99.36960597664111.ToString("F0")%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Creative Planning holds $127,212,026 across 29 Gold names. B ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
269,020 | $29,121,414 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
106,279 | $21,572,511 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
88,200 | $11,555,082 | |
| 4 | B |
Barrick Mining Corp
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|
276,811 | $11,291,120 | |
| 5 | CDE |
Coeur Mining, Inc.
|
489,312 | $9,184,386 | |
| 6 | KGC |
Kinross Gold Corp
|
260,719 | $7,957,143 | |
| 7 | RGLD |
Royal Gold Inc
|
27,936 | $7,109,432 | |
| 8 | GFI |
Gold Fields Ltd
|
152,213 | $6,910,470 |
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,291,120 | 276,811 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,962,759 | 228,766 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,522,760 | 168,531 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,115,899 | 149,659 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||